FCRR:CA:TSX-Fidelity U.S. Dividend for Rising Rates Index ETF (CAD)

ETF | US Equity |

Last Closing

CAD 38.45

Change

+0.35 (+0.92)%

Market Cap

CAD 0.05B

Volume

391.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for US Equity

Symbol Name Price(Change) Market Cap
VFV:CA Vanguard S&P 500 Index ETF

+1.24 (+1.01%)

CAD 12.96B
ZSP:CA BMO S&P 500

+0.74 (+0.98%)

CAD 12.96B
XSP:CA iShares Core S&P 500 (CAD Hedg..

+0.54 (+1.01%)

CAD 9.55B
VUN:CA Vanguard US Total Market

+0.94 (+1.02%)

CAD 7.86B
XUS:CA iShares Core S&P 500 Index ETF

+0.92 (+1.07%)

CAD 5.82B
HXS:CA Horizons S&P 500 Index ETF

+0.75 (+1.07%)

CAD 3.33B
VSP:CA Vanguard S&P 500 CAD hedged

+0.84 (+1.02%)

CAD 2.98B
QUU:CA Mackenzie US Large Cap Equity ..

+1.77 (+0.89%)

CAD 2.89B
XUU:CA iShares Core S&P US Total Mark..

+0.49 (+0.96%)

CAD 2.66B
XQQ:CA iShares NASDAQ 100 (CAD Hedged..

+2.04 (+1.54%)

CAD 2.54B

ETFs Containing FCRR:CA

N/A

Market Performance

  Market Performance vs. Industry/Classification (US Equity) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.74% 68% D+ 77% C+
Dividend Return 0.50% 66% D+ 20% F
Total Return 11.24% 72% C 77% C+
Trailing 12 Months  
Capital Gain 21.64% 47% F 78% C+
Dividend Return 2.07% 78% C+ 39% F
Total Return 23.71% 49% F 78% C+
Trailing 5 Years  
Capital Gain 54.29% 41% F 73% C
Dividend Return 11.26% 84% B 60% D-
Total Return 65.55% 48% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 7.76% 44% F 71% C-
Dividend Return 9.75% 49% F 72% C
Total Return 1.99% 79% B- 55% F
Risk Return Profile  
Volatility (Standard Deviation) 11.99% 72% C 64% D
Risk Adjusted Return 81.35% 69% C- 96% N/A
Market Capitalization 0.05B 19% F 27% F

Annual Financials (CAD)

Quarterly Financials (CAD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.